Strategy Implementation Talent Solutions
Wealth Management Innovation

Let's drive wealth tech
together

A Revolutionary Approach to Wealth Management Technology

 
 
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What We Do

We are a unique team of former wealth management executives helping our complex wealth, RIA and family office clients improve their technical capabilities across the entire client and advisor experience. Our perspective comes from a long history of delivering innovation through difficult realities of small and large financial services organizations.

 
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How We Help
 
 
 
 

  • Doug is a wealth-tech unicorn. He has an innate sense of how technology is transforming wealth management, in particular how advisor and client roles and expectations are changing. Perhaps more importantly, he has the rare experience to appreciate the complexities for large institutions to respond strategically. Professional, yet friendly, it has been a joy working with Doug.

    – Edwin Choi Founder at Capitect and Mariposa Capital Management

  • Few people have a deep understanding of the complexities of wealth management or a valuable perspective around how to maximize technology. Doug Fritz is a refreshing change in the industry. Every time I meet with him I learn a tremendous amount and it always has a positive benefit on my business.

    – Greg Friedman President CEO Private Ocean Wealth Management; President, CEO Junxure

  • When it comes to wealth technology strategy there are lots of firms that talk a good game, but Doug Fritz helps you make it happen. I’ve had the pleasure of knowing and interacting with him for several years and his insight and experience have always been helpful. I would recommend working with Doug if you need help making a material impact on your firm’s pace of innovation, scale or client experience.

    – Mojgan Nowain Senior Technology Executive

  • I worked with Doug while I was the Deputy Chief Investment Officer for Wells Fargo Wealth Management. Doug brought a unique skill set of wealth management knowledge and technology insight to our team. He was able to identify how we can improve our business by improving our client's experience through technology. Doug pinpointed opportunities, designed solutions, and most importantly knew how to execute. He provided me personally with fresh, unique ideas to help my management of a complex financial services firm.

    – Ron Florance President at RMF Consulting

  • Doug is a great resource for any size financial institution looking for a partner to define and shape their digital wealth management strategy. His proven experience of driving innovation through fintech partnerships while successfully navigating the complexities with dated technologies/processes at large FIs make him a very unique and valuable individual. His deep industry knowledge, pulse on trends, and a strong industry rolodex position him as an ideal partner.

    –Kaushal Pandia Director of Enterprise Solutions at FutureAdvisor

 
 
Featured In
Latest Insights From F2 Strategy
 
 
 
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RESEARCH PAPER

Advisor Discretion Doesn’t Have To Be a Zero-Sum Game

F2 Strategy and MyVest partnered to research the evolving state of Discretionary Portfolio Management (DPM) programs.

 
 
Featured
First Rate Announces Major Investment to Its Innovative Reporting Solution, OnPoint
First Rate Announces Major Investment to Its Innovative Reporting Solution, OnPoint

OnPoint, First Rate’s innovative reporting solution, has undergone a complete renovation, including an overhaul of sub-report images, designs, and themes.

Read More →
Technology can help balance adviser portfolio discretion with firm controls
Technology can help balance adviser portfolio discretion with firm controls

New report says giving advisers flexibility to build client portfolios while managing risk will be important for growing assets and attracting talent.

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F2 Strategy Partners with MyVest to Launch Discretionary Portfolio Management Research Paper
F2 Strategy Partners with MyVest to Launch Discretionary Portfolio Management Research Paper

What technology trend in wealth management is most closely tied to firm growth and advisor retention? Many industry observers would likely answer “digital” or ‘“frictionless process automation.” F2 Strategy sheds light on this trend to define and sift through the nuances, drivers, frustrations, and best practices around DPM programs.

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Trizic Rebrands as Harvest Savings & Wealth Technologies, Adds $23 Million in Equity and Debt Financing, and Launches Two New Products
Trizic Rebrands as Harvest Savings & Wealth Technologies, Adds $23 Million in Equity and Debt Financing, and Launches Two New Products

Harvest Savings & Wealth Technologies, the leading provider of integrated savings and wealth solutions for the financial industry, formerly called Trizic Inc., today announced a complete rebranding along with an additional $23 million in equity and debt financing.

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Addepar Streamlines Financial Planning For RIAs With Three Key Integrations
Addepar Streamlines Financial Planning For RIAs With Three Key Integrations

Doug Fritz weighs in on Addepar’s new partnerships and how they reflect continued commitment to bringing best-of-breed tech to advisors.

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Is artificial intelligence the future of financial planning?
Is artificial intelligence the future of financial planning?

Industries across the spectrum are now finding ways to leverage artificial intelligence to better serve their customers—the financial-planning industry is no exception.

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Events
 
Speaker
Atlanta, GA
10/2019
2019 MMI ANNUAL CONFERENCE
The investment advisory solutions industry’s most important event of the year
Event
Chicago, IL
09/2019
Wealth Tech Innovation Board
Addressing the digital divide: Best practices in implementing digital client experiences.
Judge
New York, NY
09/2019
WealthManagement.com Industry Awards 2019
Recognizing outstanding achievement in the Wealth Management Industry.
Speaker
New York, NY
03/2019
Family Wealth Report Fintech Summit
This event will focus on the adoption of cutting-edge technology for the family office segment.
Speaker
Las Vegas, NV
02/2019
InvestCloud Conference 2019
Didn't make it to this year's InvestCloud User Con? Check out some highlights from the event of the year!
Judge + Panel Leader
New York, NY
09/2018
WealthManagement.com Industry Awards 2018
Now in its 4th year, the 2018 Industry Awards recognized the companies and organizations that supported financial advisor success.
Featured Speaker
New York, NY
07/2018
In|Vest 2018 - Innovations in Investing, Saving & Advice
In|Vest West 2018 will offer specific focus on the firms that are bringing investing to the masses and those that are involved in the growing wave of consolidation.
Speaker
Las Vegas, NV
02/2018
InvestCloud Conference 2018
Is the Financial Industry competing against Amazon and Starbucks? Doug Fritz, CEO of F2 Strategy discusses how client expectation is changing, and how we we fund innovation to adapt to that.